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PM Solutions
It's going on 14 days and I still have no idea how to access the Solutions PM templates discussed in this webinar: https://www.youtube.com/watch?v=fGdbyfiYFZo Customer Support has been no help what so ever. Can anyone provide LINKS to the templates, because Othello Barbosa e Silva | Smartsheet Sales Development…
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Help Us Make Templates Easier to Find
Our UX team is currently conducting a card sort survey to help make our templates more easily discoverable. We're looking for people who have used Google or Microsoft products who are willing to share their thoughts on how best to organize Smartsheet templates. The survey shouldn't take more than 10-15 minutes of your…
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Meeting agendas
Hi All, I am wondering if some of you have ideas regarding setting up agendas for meetings. We have various sheets for example: Sales, Finance, Tasks, Schedules, etc. I want to design agendas for each weekly meeting. How can I get only specific items pulled through from all the sheets for what is relevant for a certain…
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Workbook template set for new project
Hi there, My first post to this forum and somewhat new user to Smartsheet. Can anyone advise if below is possible and if yes, how to do this or point me to help on this topic. Thanks a million! *** I want to create a template set for a suite of document that I need to create for every project. What I do today is use an…
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How to start building project roll-up with 110 dropdown names to pick also
Where to start, project roll-up, don't want a done of linked cells if can avoid it. Need it simple for user interface. Today using Excel just type it in, pick the color for the cell. The color means something based on a key. There is high-level corrdination of the overall program, then high-level for a project, then…
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How do you make a Program roll-up
How do you make a roll-up of multiple indivdual projects. Wtihin each of the project dependencies is turned on.
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Active Sheet Format Updating from Template
All, My org manages product delivery lifecycles. We currently copy a process checklist template (sheet) for each new product delivery. This checklist also captures dates and data points. Idealy there would be a way to actively update format of the checlist template sheet (additional rows added as we fine tune the process)…
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Adding checklists to a project
In my project with gant chartsd and ependencies, I would like to add a task, e.g., "Set Up Vendors". As a subtask, I would like be able to add 10 vendors. Ideally then, as each vendor is setup, I want to "checkmark" each vendor. Once all 10 vendors are checked, then the task can be marked as complete. Is this possible?…
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Keeping parent Task during filter search
I have been using the Parent Task as a header for child task below. The child task has an owner, the header does not. I'm in construction so for example the Contract header has child items such as site visit, develop scope etc. My owners don't want to see all the items that they don't own and I have a filter for each owner…
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How to submit a Template to be Shared in Template Category?
Hi! I have created a tax season client template that would be a great addition to the finance category. Travis had requested that I share so please advise on how I can share with the SmartSheet community. Thanks!